ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 245 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,435 | -0.5% | 4,649 | +0.7% | 0.00% | 0.0% |
| Q1 2024 | $265,662 | -0.2% | 4,617 | +0.4% | 0.00% | 0.0% |
| Q4 2023 | $266,324 | +6.5% | 4,597 | +0.8% | 0.00% | -25.0% |
| Q3 2023 | $250,016 | -3.2% | 4,559 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $258,154 | +6.5% | 4,533 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $242,485 | +2.7% | 4,223 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $236,055 | +11.9% | 4,207 | +8.1% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -5.0% | 3,892 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $222,000 | -4.7% | 3,939 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $233,000 | -14.3% | 4,006 | -8.3% | 0.00% | 0.0% |
| Q4 2021 | $272,000 | +0.7% | 4,370 | +0.5% | 0.00% | -20.0% |
| Q3 2021 | $270,000 | – | 4,348 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 59,410 | $7,019,000 | 3.04% |
| Parkside Advisors LLC | 32,987 | $3,871,000 | 2.87% |
| NewFocus Financial Group, LLC | 8,708 | $1,029,000 | 0.72% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 6,900 | $815,000 | 0.70% |
| BANK OF STOCKTON | 6,400 | $757,000 | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | $392,000 | 0.41% |
| Winfield Associates, Inc. | 5,013 | $592,000 | 0.40% |
| Garde Capital, Inc. | 8,241 | $974,000 | 0.34% |
| Pictet North America Advisors SA | 11,000 | $1,300,000 | 0.30% |
| FCA CORP /TX | 4,344 | $513,000 | 0.30% |